Mount Isa

Yellow Brick Road Mount Isa is a reputable, forward thinking, family orientated wealth management company that believes quality financial services should be available for everyone to achieve their financial goals and desires. Our friendly advisors and brokers can help you with all your different financial needs, such as choosing a mortgage, refinancing a home loan or preparing for retirement.

Yellow Brick Road Mount Isa is committed to helping you plan for your future from the first dollar you invest to the purchase of your first property right through to your retirement.

We will never compromise our ethics in the pursuit of profit and as such expect to build a family company founded on the best moral conduct to benefit not only the clients but the community in which we operate.

If you are looking for friendly and professional advice see one of our friendly wealth managers today for assistance with:

* This comparison rates are based on loan of $150,000 over the term of 25 years. Rates are correct as at 11/02/19 and are subject to change. WARNING: The comparison rate applies only to the example or examples given. Different amounts and terms will result in different comparison rates. Costs such as redraw fees or early repayment fees, and cost savings such as fee waivers, are not included in the comparison rate but may influence the cost of the loan..
Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

Our Services

Home Loans

Financial Advice

Superannuation

Insurance

Savings

Meet the Mount Isa team

Mark Gilliam

Principal and Wealth Manager

My goal is to deliver quality financial advice and
to ensure our clients are well looked after. We will
help plan for your future and support you in every
way to achieve your financial goals.

It is exciting to be able to offer a full suite of financial services to make the maximum impact to a client's financial well-being. As a father of a young family, I understand that quality financial advice is important. I thrive when given the opportunity to help make a positive difference to improve my client's financial future.
I hold a Diploma in Financial Planning and Certificate IV in Finance and Mortgage Broking from the International Institute of Technology.
By joining Yellow Brick Road, my goal is to provide professional quality financial advice to everyone with the desire to improve their financial position. I enjoy using my extensive experience in a family owned business to provide a unique, friendly and professional service to the local community.

Neil Fraser, Yellow Brick Road Wealth Manager in Mount Isa, enjoys living and working in his local area because apart from having a regional upbringing, he learns and understand so much more about his client's environment so when it comes to discussing the local issues with his clients, he can talk to them on not only a professional level, but a personal one.

January 2018 marked the start of Neil's 43rd year in the finance industry, including 28 years of banking with NAB, and 14 years as a finance broker/ trusted advisor, the past 3 years serving Yellow Brick Road Clients in Mount Isa. This experience provides him with a myriad of skills allowing him to assist his varied client base with all facets of finance including residential business/ commercial, and equipment & car finance requirements.
Neil's mission is to assist clients meet their life goals, and with Yellow Brick Road has the added valuable resources of Accounting & Financial Planning experts under the same roof.. Neil and the team strongly believe in listening to their clients in order to understand their needs, a paramount step in providing exceptional service.

Vicky is dedicated to helping her clients prepare for life's most important milestones. Her aim is to design a comprehensive plans that provides her clients with tailored financial solutions. She is well qualified to help clients achieve their financial and life goals.

Vicky is a local of Mount Isa and strongly believe in the sense of community and friendship that Mount Isa is known for. Vicky enjoys getting to know the people of Mount Isa and is an active member of the arts and craft markets. Having worked in the mining and contracting industry for over 20 years, Vicky understands the various characters who make up the melting pot of Mount Isa and looks forward to working with them to create a financial road map that will lead them through their working life and well into retirement.

Testimonials

Working on my financial plan with Mark Gilliam and the staff of Yellow Brick Road, Darwin was a pleasure and the outcome was far better than I ever thought possible. My future suddenly feels more secure!
~ Karen H

Words can't describe how much we appreciate all your hard work. You have made the process easy and have kept us extremely informed. Thank you so so much and we will obviously continue to recommend you to all our friends and family. You have to come visit us In Melbourne soon!!!!
~L&R Leahy, Vic

I found you very professional Neil, my settlement wasn’t the simplest and you were all over it, giving me advice on which loans to get and to get a offset loan as well.
Even when I added more headaches and wanted to buy another unit halfway through It all, you had the loan approved in principle in 24 hrs. I tried 2 other mortgage brokers before I saw you and found they had no idea and knew the minute I walked out I was wasting my time with them. After I met you I was very impressed and now after all is done I would highly recommend you Neil.
~LJH, Darwin

Many, many thanks for all your wheeling and dealing! I would recommend you to anyone I know who needs assistance with purchasing any property! Your financial acumen is beyond reproach! Let’s just all relax and let it happen!!
~S&D J, NT

We appreciate the fact that Neil was always available to answer our questions, sign papers etc. We found Neil to be friendly & extremely knowledgeable and felt he went above and beyond to help meet our financial needs. Highly recommend him!
~A& W G, Mount Isa